Julia Healey, CEO of United Charitable, shares insights on DAFs, their value to clients, and the potential positive impact they can have on an advisor’s business.

Not Just Charity: How Donor Advised Funds Help Advisors Add Value and Assets

Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.

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Not Just Charity: How Donor Advised Funds Help Advisors Add Value and Assets

Not Just Charity: How Donor Advised Funds Help Advisors Add Value and Assets

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